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Colab CRM
Free trial
New · Bot builder and AI agent

Omnichannel inbox, visual pipelines, bots that sort every chat and an AI agent that answers with your business information. Built for sales teams across LATAM.

7 days free · Full CRM access · The trial needs no card

Channels

Connect the channels your customers already use

  • WhatsApp Messenger

    Link the number your business already uses from your phone and start replying from the CRM today.

    Basic plan

  • WhatsApp Business API

    Meta's official connection. Send campaigns with approved templates and pick chats back up outside the 24-hour window.

    Professional and Advanced plans

  • Messenger

    Messages from your Facebook page land in the same inbox, with a single thread per customer.

    All plans

  • Instagram

    Answer Instagram direct messages next to your other chats, without losing prospects between apps.

    All plans

  • Website chat

    Paste a code snippet into your site and visitors message you without leaving the page. Their chats land in the same inbox.

    All plans

Every plan includes 4 channels: WhatsApp, Messenger, Instagram and Website chat. Basic connects WhatsApp Messenger; Professional and Advanced use the WhatsApp Business API.

Features

What your team does every day in COLAB CRM

Sales pipelines

Every lead in its stage

A board by stage for each pipeline. Your team moves each conversation to the next stage and sees how many days it has gone without activity: warm, cold or frozen.

WhatsApp campaigns

Bulk messages over WhatsApp

Choose who gets the message, schedule the send and see how many people replied and how much each campaign sold.

Sales log

Every sale tied to its conversation

Record the sale from the chat. It goes into the history with its amount, seller and status, and you can export it to CSV.

Analytics

Measure your sales and conversations

New conversations, messages, contacts and revenue for the period compared with the previous one, plus what each seller brings in.

Bots and AI agent

Automate customer service without losing control

Build bots in a visual editor and add an AI agent that answers with your business information. You decide what runs automatically and what your team approves.

Every conversation comes in through the right door

Choose what starts each flow: a keyword, a Meta ad, an external system or a date. The bot greets every customer with the flow that fits and leaves them in the right stage.

  • Keywords and welcomeOne flow for whoever types “price” and another for whoever writes for the first time.
  • Meta adsAssign a flow to each ad and see in the chat which ad brought the customer in.
  • Webhooks and datesYour store or your system starts a flow, or you set it up for a date. On Professional and Advanced.
Free 7-day trial

What is included

  • 51blocks to build flows
  • 9triggers
  • 10boosters, such as merging back-to-back messages or nudging whoever stops replying
  • 21ready-to-use templates
  • 5connection types: WhatsApp Messenger or WhatsApp Business API depending on the plan, Messenger, Instagram and Website chat

Bots come with every plan: 3 bot flows on Basic, 10 on Professional and unlimited on Advanced. Steps with the Pro badge (HTTP calls, webhooks, subflows, loops and scheduled, webhook or campaign triggers) come with the Professional and Advanced plans.

The AI agent comes with every plan and runs on Colab Credits. No plan includes credits: you buy a pack whenever you want, during the free trial too, and purchased credits never expire.

Website chat

A real chat inside your page

Visitors don’t leave for WhatsApp: they write to you on your site, and the conversation lands in the same inbox, board and pipelines you already use.

  • Your AI agent replies
  • Unlimited sites on every plan
  • Verified identity

The AI agent replies with Colab Credits, which you buy in packs separately from the plan.

Install it by pasting a snippet

  1. Copy the code.
  2. Paste it before </body> on every page of your site.
  3. Open your site and send a test message.

Sample code. Yours carries your site’s key.

HTML
<script>
  (function (w, d) {
    if (w.ColabChat) return;
    var q = function () { q.q.push(arguments); };
    q.q = [];
    w.ColabChat = q;
    var s = d.createElement('script');
    s.async = true;
    s.src = "https://crm.colabai.tech/webchat/loader.js";
    d.head.appendChild(s);
  })(window, document);
  ColabChat('boot', { siteKey: "wcs_EjemploDeClave0000000000", endpoint: "https://api.example.com" });
</script>

Works on any website, online stores included.

Verified identity

If your customer is already signed in on your site, they reach your CRM identified.

Questions about the website chat

As many as you want: sites are unlimited on all three plans. Each site has its own code, look and allowed domains.

Yes. If your flow hands the conversation to the AI agent and you have Colab Credits, the agent replies in the website chat with your business information, and each reply uses credits. With visitors without a verified identity, the agent replies within a daily cap per visitor and per site, which you can adjust, and does not book or change CRM data.

The conversation stays in your inbox and your team can reply. If they come back to your site from the same browser, they see the replies and pick up the conversation. If they left their email or phone, you can reach them on another channel.

On the Basic plan the website chat shows “Powered by Colab” at the bottom; the Watermark-free bot add-on, at $16 USD/month, removes it. It doesn’t appear on Professional or Advanced.

Sites are unlimited. New website chat conversations have a daily cap: up to 10% of your active conversations per day (500, 2,000 or 5,000 depending on the plan), and each site also has its own daily cap, which you can adjust. Its conversations count toward your plan’s active conversations.

Yes. You can keep your WhatsApp button on the page and place the website chat on the left or right so they don’t overlap. If your WhatsApp is connected to COLAB CRM, conversations from both land in the same inbox.

If your site has sign-in, your server signs a token with the customer’s details and the website chat sends it when it opens. That way the customer reaches your CRM with confirmed details. Whoever builds your site sets this up; pasting the chat code needs no coding.

More features

It also includes

  • Unified inbox

    WhatsApp, Instagram, Facebook Messenger and your website chat land in one inbox. Assign sellers, send files and leave internal notes on each conversation.

  • Bot builder

    Build flows in a visual editor, with no code: start from one of the 21 templates or from scratch. Test them in the simulator before you publish. Watermark-free on Professional and Advanced.

  • AI agent

    Answers from your knowledge base, proposes actions your team approves and hands the conversation to a seller when needed. Available on every plan and runs on Colab Credits.

  • Team calendar

    Meetings and reminders for your team, with an in-app alert 15 minutes before. Day, week, month and team views.

  • Contacts

    Your customer directory with each person's history, assigned seller and stage. Export it to CSV whenever you need to.

Who it is for

Built for teams that sell through chat

Agencies and marketing teams

Turn campaign leads into conversations organized by customer and by stage.

Stores and e-commerce

Answer questions, close sales and record every order without leaving the chat.

Appointment-based services

Scheduling, reminders and follow-up for every client in the same thread where they wrote to you.

What it replaces

Stop stitching tools together

  • WhatsApp Business spread across several phones
  • Lead-tracking spreadsheets
  • Disconnected scheduling and reporting tools

Pricing

A clear plan for every stage of your team

Prices in USD, with their approximate equivalent in COP. Every plan includes 4 channels and full CRM access.

Basic

Perfect to get started

$49 USD/mo
  • 3 users
  • 5 pipelines
  • 5,000 active conversations
  • 15 GB of storage
  • Watermark-free bot available as an add-on

Included channels

  • WhatsApp Messenger
  • Facebook Messenger
  • Instagram
  • Website chat
7-day free trialFull CRM access
Free 7-day trial
Recommended

Professional

For growing teams

$69 USD/mo
  • 4 users
  • 10 pipelines
  • 20,000 active conversations
  • 100 GB of storage
  • Watermark-free bot

Included channels

  • WhatsApp Business API
  • Facebook Messenger
  • Instagram
  • Website chat
7-day free trialFull CRM access
Free 7-day trial

Advanced

Maximum capacity and flexibility

$129 USD/mo
  • 5 users
  • Unlimited pipelines
  • 50,000 active conversations
  • 200 GB of storage
  • Watermark-free bot

Included channels

  • WhatsApp Business API
  • Facebook Messenger
  • Instagram
  • Website chat
7-day free trialFull CRM access
Free 7-day trial

Add-ons

Extend your plan whenever you need to.

  • Watermark-free botBasic plan only$16/mo
  • Additional userStackable$8/mo
  • +15,000 conversationsStackable$7/mo

The period discount applies to the whole total: plan and add-ons billed together.

Colab Credits for AI

No plan includes AI credits: you buy packs from $10 USD and can use them during the free trial too. Purchased credits never expire.

See packs and equivalences
See the comparison and calculator

Quick questions

What people ask us before they start

Short answers to what sales teams ask us most while they evaluate COLAB CRM.

See all questions

WhatsApp, Facebook Messenger, Instagram and your website chat. Conversations from all four arrive in one inbox.

WhatsApp Messenger connects the number your business already uses: you link the phone and reply from the CRM. It comes with the Basic plan. WhatsApp Business API is Meta’s official connection, with approved templates and campaigns at scale, and it comes with the Professional and Advanced plans.

Yes. COLAB is a Meta Tech Provider. WhatsApp Business API, Messenger and Instagram connect through Meta’s official APIs.

You connect your channels and chats arrive in the inbox, where they are sorted into visual pipelines by stage. Your bots greet each customer, qualify them and move them to the right pipeline, and the AI agent can answer with your business information using Colab Credits. Your team replies and records sales from the same CRM.

Yes, with Campaigns. On WhatsApp Business API you send Meta-approved templates. On WhatsApp Messenger messages go out gradually, with a daily limit that protects your number. Each campaign has a report of the replies and sales it brought in.

Yes. With the bot builder you build flows that greet, ask, branch and move every conversation in the CRM, and the AI agent answers from your knowledge base using Colab Credits. Your team approves the actions you choose and steps back in whenever it wants.

It answers with your business information, collects data, books appointments, uses CRM actions and hands the conversation to your team when needed. Every answer uses Colab Credits.

Yes. Real-time analytics shows each seller’s response time, conversations, unattended chats, sales and revenue.

From 49 USD a month on the Basic plan. Professional is 69 USD/mo and Advanced is 129 USD/mo. You save 10% paying quarterly, 15% semi-annually and 20% yearly.

See plans and pricing

The AI agent is available on every plan and uses Colab Credits, which you buy in packs separately from the plan. Messages from your team never use credits, and purchased credits never expire.

See the Colab Credits packs

You write to us, our team creates your account and you get 7 days with full access, with no card. If you want to keep going, you register a card and the first charge comes when the trial ends.

It has no free credits, but from day one you can buy a Colab Credits pack and use the AI agent.

No. WhatsApp, Messenger and Instagram connect from the CRM, and Messenger and Instagram are authorized with your Facebook account. The website chat installs by pasting a code snippet into your site. There are no servers to install.

Yes. You can add users at 8 USD/mo each, add +15,000 conversation packs at 7 USD/mo or move up a plan. Upgrades apply immediately and downgrades apply at the next renewal.

Free trial

Start selling where your customers already message you.

For 7 days you get full access to the CRM: the inbox, sales pipelines, bots, campaigns and analytics.

The trial needs no card. To keep going after the 7 days you register a card, and the first charge comes when the trial ends.